Objectivity Squared, LLC
Filing Date
Global Rank
#6,659
/ 8,232
▲ 238
Top Industry
Oil & Gas Midstream
17.8%
3Y Alpha vs SPY
+2.5%
Period ended 2 months ago
Filed May 13, 2026 · 32d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+60.4%
SPY
+52.9%
Annualised alpha
+2.5%
Max drawdown
−19.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
35 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.7%
+2.4 pts
Top 5
46.8%
+2.1 pts
Top 10
69.2%
+2.7 pts
HHI
681
Diversified+73
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 38.2% | $16,566,895 |
| Technology | 28.3% | $12,278,227 |
| Industrials | 9.8% | $4,251,283 |
| Consumer Cyclical | 5.8% | $2,517,649 |
| Utilities | 5.3% | $2,287,482 |
| Communication Services | 5.1% | $2,195,962 |
| Financial Services | 2.3% | $1,009,216 |
| Unclassified | 2.1% | $906,349 |
| Healthcare | 1.9% | $839,238 |
| Consumer Defensive | 1.3% | $543,940 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| USAC | USA Compression Partners, LP | +4,704 | 235,106 | $6,376,074 | |
| IBIT | iShares Bitcoin Trust ETF | +1,951 | 11,021 | $423,426 | |
| MPLX | Mplx LP | +1,891 | 101,203 | $5,775,655 | |
| EPD | Enterprise Products Partners L.P. | +696 | 47,417 | $1,794,259 | |
| XOM | Exxon Mobil Corp | +489 | 15,448 | $2,620,907 | |
| T | At&T Inc. | +200 | 10,655 | $308,888 | |
| PEP | Pepsico Inc | +10 | 2,099 | $325,953 | |
| NSC | Norfolk Southern Corp | +5 | 1,204 | $345,548 | |
| BABA | Alibaba Group Holding Ltd | +4 | 2,924 | $366,845 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | +3 | 783 | $482,923 | |
| DUK | Duke Energy CORP | +2 | 3,726 | $487,882 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AFBI | Affinity Bancshares, Inc. | −14,918 | 12,000 | $267,120 | |
| UBER | Uber Technologies, Inc | −6,536 | 17,795 | $1,279,994 | |
| VST | Vistra Corp. | −426 | 11,971 | $1,799,600 | |
| DELL | Dell Technologies Inc. | −416 | 13,422 | $2,202,952 | |
| WMT | Walmart Inc. | −260 | 1,754 | $217,987 | |
| AAPL | Apple Inc. | −216 | 13,184 | $3,345,967 | |
| AMZN | Amazon Com Inc | −168 | 10,327 | $2,150,804 | |
| PWR | Quanta Services, Inc. | −136 | 3,513 | $1,928,707 | |
| JNJ | Johnson & Johnson | −99 | 2,528 | $617,944 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −96 | 4,864 | $1,643,788 | |
| SHOP | Shopify Inc. | −85 | 4,912 | $582,661 | |
| SPOT | Spotify Technology S.A. | −70 | 2,512 | $1,218,093 | |
| AFL | Aflac Inc | −41 | 3,475 | $381,242 | |
| GOOGL | Alphabet Inc. | −36 | 1,065 | $306,251 | |
| NVDA | Nvidia Corp | −34 | 5,391 | $940,190 | |
| LLY | ELI LILLY & Co | −30 | 219 | $201,429 | |
| MSFT | Microsoft Corp | −26 | 5,545 | $2,052,592 | |
| APH | Amphenol Corp /De/ | −18 | 1,821 | $230,083 | |
| BRK-B | Berkshire Hathaway Inc | −10 | 428 | $205,097 | |
| META | Meta Platforms, Inc. | −5 | 634 | $362,730 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ANIK | Anika Therapeutics, Inc. | 31,575 | $303,435 | |
| No positions match the current search. | ||||
4 positions ·
$2,195,962 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPOT |
Spotify Technology S.A.
Communication Services
|
Reduced | 2,512 | $1,218,093 | 55.47% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 634 | $362,730 | 16.52% | |
| T |
At&T Inc.
Communication Services
|
Added | 10,655 | $308,888 | 14.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,065 | $306,251 | 13.95% |